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  3. Items Database & Company Costbooks

Archive Costbooks

OBJECTIVE

To archive Company Costbooks in ConstructionOnline.

BACKGROUND

ConstructionOnline's Items Database delivers a powerful, yet easy-to-use system for storing, tracking, and managing construction costs. By centralizing construction cost information in a single database, companies can streamline estimate creation, improve estimate accuracy, and apply estimate updates. With multi-level organization, ConstructionOnline's fully customizable Costbooks are flexible enough to support every company's cost structure. 

THINGS TO CONSIDER

  • Company Users must have permissions to add, edit, and delete Company Costbooks.

STEPS TO ARCHIVE COMPANY COSTBOOKS

  1. Navigate to the Company Dropdown Menu at the top right corner of the page
  2. Select Company Costbooks under Financial Settings
  3. Right-click on the Costbook you wish to archive
  4. Select Archive Costbook from the dropdown menu
  5. The Costbook will appear grayed out once it is archived

HAVE MORE QUESTIONS?

We're here to help! Chat with a Specialist by clicking the orange Chat icon in the bottom left corner or Contact UDA Support for additional options.